See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,526 | $60,892-38.4% | $82,389-54.5% | $84,808-55.8% |
| Participation rate | 37.7% | 63.3%-25.6pp | 69.5%-31.8pp | 68.3%-30.6pp |
| Annual return | 23.60% | 37.29%-13.7pp | 28.67%-5.1pp | 40.90%-17.3pp |
| Employer contribution / active EE | $439 | $1,779-75.3% | $2,517-82.6% | $2,631-83.3% |
| Participant deferral / active EE | $3,533 | $3,179+11.1% | $4,155-15.0% | $4,212-16.1% |
| Admin fee / account holder | $3,088 | $5,467-43.5% | $7,231-57.3% | $7,344-58.0% |